Siebel Public Sector Guide > Managing Investigative Cases > Developing Cases for Investigation >

Adding Attachments and Notes to Cases

This task is a step in Process of Managing Investigative Cases.

Users can add more detail to a case record by attaching relevant documents and other external media. They can accomplish this by using the Cases screen's Attachments view. Once attachments have been added to a case record, users can also generate a serial number for the particular attachment. This allows the attachment to be tracked efficiently.

Use the Notes view to add information such as directions to the incident site or references.

To add attachments to a case

1. Navigate to the Cases screen > Case List view.
2. Select a case record and drill down on the Case Name field.
3. Click the Attachments view tab.
4. Click the New File or New URL button to add the attachment.
5. (Optional) Click the Serial Number button if you want to generate a serial number for the attachment.

   NOTE:  You can only generate serial numbers for case attachments if a serialization rule has already been defined. See About Editing the Default Serialization Rules for more information.

6. (Optional) If the serial number is unsuitable for some reason, click Regenerate to create a new serial number for the attachment. See Generating New Serial Numbers for Cases, Leads, and Evidence for more information.

To add notes to a case

1. Navigate to the Cases screen > Case List view.
2. Select a case record and drill down on the Case Name field.
3. Click the Notes view tab.
4. Select the appropriate option from the Notes drop-down list.
   • Select Public Notes to make the note available to team members.
   • Select Private Notes if the note is not to be shared.
5. Create a new record and complete the fields as appropriate.